Upgrading PSA Analytics
to Spring 2022
This section describes changes required
See the Upgrade Steps section under each feature for details of any action required. If you do not want to use or upgrade a feature, you can skip the upgrade steps for that feature. To perform upgrade steps, you must have administrator-level user permissions in your org.
See the Included in this Feature section under each feature for details of assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.
Services CPQ Reporting
Upgrade Steps
|
Action |
Further Information |
|---|---|
| Install and configure Services CPQ in your org. | Setting up Services CPQ in the Services CPQ Help. |
| Assign appropriate licenses and permission sets to use Services CPQ with PSA Analytics. | Licensing, PSA Analytics Permission Sets |
Services CPQ Dashboards
Upgrade Steps
No additional upgrade steps are required to upgrade this feature to Spring 2022. The new features are automatically available when you upgrade your PSA Analytics app and include optional data derived from Services CPQ.
Included in this Feature
This section details the assets that have been added or changed in this release.
|
Dashboard |
Further Information |
|---|---|
| Services CPQ Estimator dashboard | Services CPQ Estimator Dashboard |
| Services CPQ Estimate Manager dashboard | Services CPQ Estimate Manager Dashboard |
Project Reporting Dataset Enhancements
Upgrade Steps
No additional upgrade steps are required to upgrade this feature to Spring 2022. The new features are automatically available when you upgrade your PSA Analytics app and include optional data derived from Services CPQ.
Included in this Feature
This section details the assets that have been added or changed in this release.
|
Field Type |
Field Label |
Field API Name |
Description |
|---|---|---|---|
| Dimensions | Billed | Billed | Indicates whether the budget, estimate, milestone, miscellaneous adjustment, or timecard has been charged to the project or customer. |
| Budget Billed | BudgetBilled | Indicates whether the budget has been charged to the project or customer. | |
| Est Role Request Estimate Task ID | EstimateRoleRequestEstimateTaskId | The identification number of the estimate task the role request is for. | |
| Est Role Request Estimate Task Name | EstimateRoleRequestEstimateTaskName | The name of the estimate task the role request is for. | |
| Est Role Request Group ID | EstimateRoleRequestGroupId | The identification number of the group for which this role request is for. | |
| Est Role Request Group Name | EstimateRoleRequestGroupName | The name of the group for which this role request is for. | |
| Est Role Request ID | EstimateRoleRequestId | The identification number of the estimate role request. | |
| Est Role Request Is External Resource | EstimateRoleRequestIsExternalResource | Indicates this estimate role request is for an external resource. | |
| Est Role Request Name | EstimateRoleRequestName | The name of this estimate role request. | |
| Est Role Request Practice ID | EstimateRoleRequestPracticeId | The identification number of the practice for which this role request is for. | |
| Est Role Request Practice Name | EstimateRoleRequestPracticeName | The name of the practice for which this role request is for. | |
| Est Role Request Region ID | EstimateRoleRequestRegionId | The identification number of the region for which this role request is for. | |
| Est Role Request Region Name | EstimateRoleRequestRegionName | The name of the region for which this role request is for. | |
| Estimate (Earliest Created) | EstimateEarliest | The first created estimate row for a given estimate. | |
| Estimate Account ID | EstimateAccountId | The identification number of the account associated with the estimate. | |
| Estimate Account Name | EstimateAccountName | The name of the account associated with the estimate. | |
| Estimate Apply Discount To Cost Contingency | EstimateApplyDiscountToCostContingency | Indicates whether the discount is to be applied to the cost contingency. | |
| Estimate Apply Discount To Expense | EstimateApplyDiscountToExpense | Indicates whether the discount is to be applied to the expense. | |
| Estimate Billing Type | EstimateBillingType | Indicates the billing type set for the estimate, for example "Fixed Price". | |
| Estimate Group ID | EstimateGroupId | The identification number of the group that is associated with this estimate. | |
| Estimate Group ID Chain | EstimateGroupIdChain | System-generated chain for linking to the group. | |
| Estimate Group Level XX | EstimateGroupNameXX | The RPG level of the group related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the estimate. | |
| Estimate ID | EstimateId | The identification number of the estimate. | |
| Estimate Name | EstimateName | The name of the estimate. | |
| Estimate Owner ID | EstimateOwnerId | The identification number of the estimate owner. | |
| Estimate Owner Name | EstimateOwnerName | The name of the estimate owner. | |
| Estimate Practice ID | EstimatePracticeId | The identification number of the practice that is associated with this estimate. | |
| Estimate Practice ID Chain | EstimatePracticeIdChain | System-generated chain for linking to the practice. | |
| Estimate Practice Level XX | EstimatePracticeNameXX | The RPG level of the practice related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the estimate. | |
| Estimate Primary | EstimatePrimary | Indicates that this estimate is the primary version for the opportunity. | |
| Estimate Region ID | EstimateRegionId | The identification number of the region that is associated with this estimate. | |
| Estimate Region ID Chain | EstimateRegionIdChain | System-generated chain for linking to the region. | |
| Estimate Region Level XX | EstimateRegionNameXX | The RPG level of the region related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the estimate. | |
| Estimate Task ID | EstimateTaskId | The identification number of this estimate task. | |
| Estimate Task Name | EstimateTaskName | The name of this estimate task. | |
| Has Project | HasProject | Indicates whether an estimate or resource request record is associated with a project. | |
| Milestone Billed | MilestoneBilled | Indicates whether the milestone has been charged to the project or customer. | |
| Misc Adjustment Billed | MiscAdjBilled | Indicates whether the miscellaneous adjustment has been charged to the project or customer. | |
| Opportunity Account Billing Country | OpportunityAccountBillingCountry |
The billing country of the account associated with the opportunity.
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| Opportunity Account Industry | OpportunityAccountIndustry |
The industry specified for the account associated with the opportunity.
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| Opportunity Account Name | OpportunityAccountName |
The name of the account associated with the opportunity.
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| Opportunity Account Type | OpportunityAccountType |
The type of account associated with the opportunity.
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| Opportunity ID | OpportunityId |
This field is derived from the following object types in the dataset:
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| Opportunity Name | OpportunityName |
This field is derived from the following object types in the dataset:
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| Opportunity Owner ID | OpportunityOwnerId |
The identification number of the owner of the opportunity. This field is derived from the following object types in the dataset:
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| Opportunity Owner Name | OpportunityOwnerName |
The name of the owner of the opportunity. This field is derived from the following object types in the dataset:
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| Opportunity Stage | OpportunityStageName |
The stage of the opportunity. This field is derived from the following object types in the dataset:
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| Project Estimate Group ID Chain | ProjectEstimateGroupIdChain | System-generated chain for linking to the group related to the estimate associated with the project. | |
| Project Estimate Group Name | ProjectEstimateGroupNameChain | The name of the group associated with the estimate associated with the project. | |
| Project Estimate Group Name XX | ProjectEstimateGroupNameXX | The RPG level of the group related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the estimate associated with the project. | |
| Project Estimate ID | ProjectEstimateId |
The identification number of the estimate associated with the project. This field is derived from the following object types in the dataset:
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| Project Estimate Name | ProjectEstimateName |
The name of the estimate associated with the project. This field is derived from the following object types in the dataset:
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| Project Estimate Owner ID | ProjectEstimateOwnerId |
The identification number of the owner of the estimate from which the project originated. This field is derived from the following object types in the dataset:
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| Project Estimate Owner Name | ProjectEstimateOwnerName |
The name of the owner of the estimate from which the project originated. This field is derived from the following object types in the dataset:
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| Project Estimate Practice ID Chain | ProjectEstimatePracticeIdChain |
System-generated chain for linking to the practice related to the estimate associated with the project. This field is derived from the following object types in the dataset:
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| Project Estimate Practice Name | ProjectEstimatePracticeNameChain |
The name of the practice associated with the estimate associated with the project. This field is derived from the following object types in the dataset:
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| Project Estimate Practice Name XX | ProjectEstimatePracticeNameXX |
The RPG level of the practice related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the estimate associated with the project. This field is derived from the following object types in the dataset:
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| Project Estimate Region ID Chain | ProjectEstimateRegionIdChain |
System-generated chain for linking to the region related to the estimate associated with the project. This field is derived from the following object types in the dataset:
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| Project Estimate Region Name | ProjectEstimateRegionNameChain |
The name of the region associated with the estimate associated with the project. This field is derived from the following object types in the dataset:
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| Project Estimate Region Name XX | ProjectEstimateRegionNameXX |
The RPG level of the region related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the estimate associated with the project. This field is derived from the following object types in the dataset:
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| Project Hierarchy Depth | ProjectHierarchyDepth | The project's level within the project hierarchy. | |
| Project ID Chain | ProjectIdChain | ID for system-generated chain for linking to the project. | |
| Project Name Chain | ProjectNameChain |
Name of system-generated chain for linking to the project. This field is derived from the following object types in the dataset:
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| Project Opportunity Account Industry | ProjectOpportunityAccountIndustry |
The industry specified for the account associated with the opportunity associated with the project. This field is derived from the following object types in the dataset:
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| Project Opportunity Account Name | ProjectOpportunityAccountName |
The name of the account associated with the opportunity associated with the project. This field is derived from the following object types in the dataset:
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| Project Opportunity Account Type | ProjectOpportunityAccountType |
The type of account associated with the opportunity associated with the project. This field is derived from the following object types in the dataset:
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| Project Opportunity Owner ID | ProjectOpportunityOwnerId |
The identification number of the contact who owns the related opportunity. This field is derived from the following object types in the dataset:
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| Project Opportunity Owner Name | ProjectOpportunityOwnerName |
The name of the contact who owns the related opportunity. This field is derived from the following object types in the dataset:
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| Project Opportunity Stage | ProjectOpportunityStageName |
The stage of the related opportunity. This field is derived from the following object types in the dataset:
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| Project Region Name | ProjectRegionNameChain |
The name of the related region to which the project actuals roll up to. This field is derived from the following object types in the dataset:
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| Project Source Project Template ID | ProjectSourceTemplateId | The identification number of the project template on which the project is based. | |
| Project Source Project Template Name | ProjectSourceTemplateName | The name of the project template on which the project is based. | |
| Project Task Blocked | TaskBlocked | Indicates whether the task is blocked. | |
| Project Task Completed | TaskCompleted | Indicates whether the task is completed. | |
| Project Task Description | TaskDescription | Description of the project task. | |
| Project Task Duration Units | TaskDurationUnits | Specifies the units of time used for project tasks. | |
| Project Task Milestone | The milestone related to the project task. | ||
| Project Task Name | TaskName | The name representing the project task and its children if applicable. | |
| Project Task Name | TaskName |
The name of the task.
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| Project Task Name Chain | TaskNameChain | List of parent task names up to the top-level task. | |
| Project Task Parent Task ID | TaskParentTask | The identification number of the parent task associated with the project task. | |
| Project Task Priority | TaskPriority | The current priority of the task. | |
| Project Task Project | Name of the project to which the project task relates. | ||
| Project Task Started | TaskStarted | Indicates whether the task has been started. | |
| Project Task Status | TaskStatus | The status of the project task. | |
| PTA Assignment ID | ProjectTaskAssignmentAssignmentId | The identification number of the assignment related to the project task assignment. | |
| PTA External Resource ID | ProjectTaskAssignmentExternalResourceId | The identification number of the external resource assigned to the project task. | |
| PTA ID | ProjectTaskAssignmentId | The identification number of the project task assignment. | |
| PTA Name | ProjectTaskAssignmentName | The name of the project task assignment. | |
| PTA Project Task ID | ProjectTaskAssignmentTaskId | The identification number of the project task associated with the project task assignment. | |
| PTA Project Task Name | ProjectTaskAssignmentTaskName | The name of the project task associated with the project task assignment. | |
| PTA Resource ID | ProjectTaskAssignmentResourceId | The identification number of the resource associated with the project task. | |
| PTA Resource Request ID | ProjectTaskAssignmentResourceRequestId | The identification number of the resource request associated with the project task. | |
| PTA Resource Request Name | ProjectTaskAssignmentResourceRequestName | The name of the resource request associated with the project task. | |
| PTA Resource Role | ProjectTaskAssignmentResourceRole | The resource role associated with the project task. | |
| Timecard Billed | TimecardBilled | Indicates whether the timecard has been charged to the project or customer. | |
| Measures | Assignment Planned Bill Rate | ValueAssignmentPlannedBillRate | The bill rate used during the planning activities for an assignment to assess potential value. |
| Est Role Request Average Cost Rate | ValueEstimateRoleRequestAverageCostRate | The average cost rate on this role request's associated rate card. | |
| Est Role Request Bill Rate Override | ValueEstimateRoleRequestBillRateOverride | The amount to override the bill rate on the rate card associated with this role request by. | |
| Est Role Request Cost Rate Override | ValueEstimateRoleRequestCostRateOverride | The amount to override the cost rate on the rate card associated with this role request by. | |
| Est Role Request Discount (%) | ValueEstimateRoleRequestDiscountPercent | The percentage discount applied to the bill rate of this role request. | |
| Est Role Request Hours | ValueEstimateRoleRequestHours | The number of hours the resource role will be required for. | |
| Est Role Request Requested Bill Rate | ValueEstimateRoleRequestRequestedBillRate | The requested bill rate for this role request with any discounts applied. | |
| Est Role Request Suggested Bill Rate | ValueEstimateRoleRequestSuggestedBillRate | The suggested bill rate on this role request's associated rate card. | |
| Estimate Amount | ValueEstimateAmount | The total amount for this estimate before discounts are applied. | |
| Estimate Cost | ValueEstimateCost | The total cost of this estimate. | |
| Estimate Cost Contingency | ValueEstimateCostContingency | The cost contingency amount to add to the total amount and cost for this estimate. | |
| Estimate Discount (%) | ValueEstimateDiscountPercent | The discount of estimate tasks as a percentage of the total amount. | |
| Estimate Discount (Amount) | ValueEstimateDiscountAmount | The total value of discounts applied to this estimate's tasks. | |
| Estimate Duration (Days) | ValueEstimateDuration | The duration of the estimate in days. | |
| Estimate Expense | ValueEstimateExpense | The expenses to add to the total amount and cost for the estimate. | |
| Estimate Global Discount (%) | ValueEstimateGlobalDiscountPercent | The percentage to discount from the total amount for this estimate. | |
| Estimate Global Discount (Amount) | ValueEstimateGlobalDiscountAmount | The amount to discount from the total amount for this estimate. | |
| Estimate Margin (%) | ValueEstimateMarginPercent | The margin as a percentage of the total amount. | |
| Estimate Margin (Amount) | ValueEstimateMarginAmount | The difference between the amount and cost for this estimate. | |
| Estimate Net Amount | ValueEstimateNetAmount | The total amount for this estimate after discounts are applied. | |
| Estimate Opportunity Probability (%) | ValueEstimateOpportunityProbability | The probability of the opportunity associated with the estimate, expressed as a percentage | |
| Estimate Task Bill Amount | ValueEstimateTaskBillAmount | The total amount for this estimate task before discounts are applied. | |
| Estimate Task Cost Amount | ValueEstimateTaskCostAmount | The total cost of this estimate task. | |
| Estimate Task Discount (%) | ValueEstimateTaskDiscountPercent | The discount of estimate tasks as a percentage of the total amount. | |
| Estimate Task Margin | ValueEstimateTaskMarginAmount | The difference between the bill amount and cost amount for this estimate task. | |
| Estimate Task Net Bill Amount | ValueEstimateTaskNetBillAmount | The total amount for this estimate task after discounts are applied. | |
| Estimate Task Peer Order | ValueEstimateTaskPeerOrder | Internal use only. | |
| Project Duration (Days) | ValueProjectDuration | The duration of the project in days. | |
| Project Record Type | ProjectRecordTypeName | Derived from the Record ID on the Project object. Used to distinguish projects from estimates and playbooks. | |
| Project Task Actual Hours | ValueTaskActualHours | Hours spent on this task. | |
| Project Task Estimated Hours | ValueTaskEstimatedHours | The estimated number of hours for the project task. | |
| Project Task Estimated Time To Completion | ValueTaskEstimatedTimeToCompletion | Estimated time required to complete the project task. | |
| Project Task Hierarchy Depth | ValueTaskHierarchyDepth | Number of parent tasks to the top-level task. | |
| Project Task Hours Remaining | ValueTaskHoursRemaining | The estimated number of hours remaining to complete this task. | |
| Project Task Peer Order | ValueTaskPeerOrder | Internal use only. | |
| Project Task Percent Complete (Hours) | ValueTaskPercentCompleteHours |
Formula field. When the Estimated Time To Completion (Task) field is not set, the calculation is Actual Hours divided by Estimated Hours multiplied by 100. When the Estimated Time To Completion (Task) field is set with a value, the formula is calculated differently. This calculation is from Actual Hours divided by the sum of Actual Hours and Estimated Time To Completion (Task) multiplied by 100. |
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| Project Task Percent Complete (Points) | ValueTaskPercentCompletePoints | The total number of completed project task points divided by total number of project task points related to this one. This includes child tasks. This field updates as the project is completed. | |
| Project Task Percent Complete (Tasks) | ValueTaskPercentCompleteTasks | The total number of completed project tasks divided by total number of project tasks related to this one. This includes child tasks. This field updates as the project is completed. | |
| Project Task Points | ValueTaskPoints | The burn-down points. For example, you can assign a complex task a higher number of points than a simpler one. | |
| Project Task Points Baseline | ValueTaskPointsBaseline | Points allocated to the task. | |
| Project Task Points Complete | ValueTaskPointsComplete | Indicates the number of project task points that are completed. | |
| Project Task Points Remaining | ValueTaskPointsRemaining | Indicates the number of project task points that are yet to be completed. | |
| Project Task Projected Hours | ValueTaskProjectedHours | The sum of Actual Hours and Estimated Time To Completion (Task). When Estimated Time to Completion (Task) is not set, the Projected Hours value uses and displays the value of the Estimated Hours field. | |
| Project Task WBS Element Number | TaskWBSElementNumber | An identifier you can use to link the task to an external task management system. | |
| PTA Allocation Hours | ValueAllocationHours | The number of hours allocated to a resource for a project task assignment. | |
| PTA Allocation Percentage | ValueAllocationPercentage | The percentage resource and/or role allocation of the task's estimated hours. | |
| PTA Hours | ValueProjectTaskAssignmentHours | The number of scheduled hours. | |
| Resource Request Weighted Requested Hours | ValueResourceRequestWeightedSOWHours | The hours on the resource request weighted by opportunity probability. See Calculated Fields. | |
| Time to Close (Days) | ValueEstimateTimeToClose | This field is calculated by subtracting the date on which the first estimate was created from the date on which the opportunity was closed. | |
| Dates | Est Role Request End Date | EstimateRoleRequestEndDate | The date this estimate role request ends. |
| Est Role Request Start Date | EstimateRoleRequestStartDate | The date this estimate task starts. | |
| Estimate Created Date | EstimateCreatedDate | The date on which the estimate was created. | |
| Estimate End Date | EstimateEndDate | The end date of the estimate. | |
| Estimate Start Date | EstimateStartDate | The start date of the estimate. | |
| Estimate Task End Date | EstimateTaskEndDate | The date this estimate task ends. | |
| Estimate Task Start Date | EstimateTaskStartDate | The date this estimate task starts. | |
| Opportunity Close Date | OpportunityCloseDate | The close date of the opportunity. | |
| Project Opportunity Close Date | ProjectOpportunityCloseDate | The close date of the opportunity related to the project. | |
| Project Task Actual End Date | TaskActualEndDate | Date of when the task actually ended. | |
| Project Task Actual Start Date | TaskActualStartDate | Date of when the task actually started. | |
| Project Task End Date | TaskEndDate | The end date of the project task. | |
| Project Task Parent Task End Date | TaskParentTaskEndDate | The end date of the parent task associated with the project task. | |
| Project Task Parent Task Start Date | TaskParentTaskStartDate | The start date of the parent task associated with the project task. | |
| Project Task Start Date | TaskStartDate | The date on which work for this task is projected to start. | |
| PTA End Date | ProjectTaskAssignmentEndDate | The end date of the project task assignment. | |
| PTA Start Date | ProjectTaskAssignmentStartDate | The start date of the project task assignment. |
For more information about all the fields available in the Project Reporting dataset, see Project Reporting Dataset PSA Analytics Output Fields.
Revenue Recognized and Cost Amortized for Projects
Upgrade Steps
To upgrade this feature to Spring 2022, take the following action.
|
Action |
Further Information |
|---|---|
|
Ensure that all the Revenue Management settings records for the Project object have the same value for the following fields:
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Assign the RevMan Analytics permission set to yourself and the Integration User. Alternatively, ensure that both you and the Integration User have read access to the Revenue Management Settings object and to the following fields on the object:
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| Ensure that both you and the Integration User have read access to the fields on the Project object that contain the recognized to date and amortized to date values. The API names of these fields are defined in the settings record. | "Permission Sets" in the Salesforce Help |
| While upgrading your PSA Analytics app, answer "Yes" to the following question in the configuration wizard: Do you want to include the amount of revenue recognized and the amount of cost amortized for projects in the Project Reporting dataset? | Creating an App from the PSA Analytics Template |
Included in this Feature
This section details the assets that have been added or changed in this release.
|
Field Type |
Field Label |
Field API Name |
Description |
|---|---|---|---|
| Measure | Project Cost Amortized | ValueProjectCostAmortized | Cost amortized to date for the project. This is only populated when amortizing costs at the project level, as opposed to amortizing costs at the milestone, timecard, or expense level. |
| Project Revenue Recognized | ValueProjectRevenueRecognized | Revenue recognized to date for the project. This is only populated when recognizing revenue at the project level, as opposed to recognizing revenue at the milestone, timecard, or expense level. | |
| Project Total Cost Amortized | ValueProjectTotalCostAmortized | Cost amortized to date for the project. This is only populated when amortizing costs for individual business records linked to the project, for example, for its milestones, timecards, or expenses. This value is a sum of the amortized to date values from the lower-level business records. This field is not populated if you amortize costs at the project level. | |
| Project Total Revenue Recognized | ValueProjectTotalRevenueRecognized | Revenue recognized to date for the project. This is only populated when recognizing revenue for individual business records linked to the project, for example, for its milestones, timecards, or expenses. This value is a sum of the recognized to date values from the lower-level business records. This field is not populated if you recognize revenue at the project level. |
For more information about all the fields available in the Project Reporting dataset, see Project Reporting Dataset PSA Analytics Output Fields.
Revenue Forecast User Permission Controls
Upgrade Steps
No additional upgrade steps are required to upgrade this feature to Spring 2022. The new features are automatically available when you upgrade your PSA Analytics app.
Included in this Feature
|
Object |
Field Label |
API Name |
|---|---|---|
| Permission Control | End Date | pse__End_Date__c |
| Group | pse__Group__c | |
| Opportunity | pse__Opportunity__c | |
| Practice | pse__Practice__c | |
| Project | pse__Project__c | |
| Region | pse__Region__c | |
| Resource | pse__Resource__c | |
| Revenue Forecast Version View | pse__Forecast_View__c | |
| Revenue Forecast Version Adjust | pse__Forecast_Edit__c | |
| Start Date | pse__Start_Date__c | |
| User | pse__User__c |
Demand Modeling
Upgrade Steps
No additional upgrade steps are required to upgrade this feature to Spring 2022. The new features are automatically available when you upgrade your PSA Analytics app.
Included in this Feature
|
Dashboard |
Further Information |
|---|---|
|
Skills Capacity and Demand Planning:
|
Skills Capacity and Demand Planning Dashboard |